What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues

P.M. Edition for Oct. 22. Investors dump stocks connected to the AI buildout and buy up almost everything else, giving Treasury yields their biggest drop since 2023. Plus, while the price of oil keeps going up, your home heating bill may be cheaper this winter. Journal commodities reporter Ryan Dezember tells us what’s holding down the price of natural gas—and whether that can last. And WSJ personal finance reporter Oyin Adedoyin explains why more students are turning to private lenders to fund their education. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Oct. 22. As the U.S. and Israel signal a possible escalation, Middle Eastern mediators scramble to give new life to talks with Iran. While President Trump said he won’t attack before the midterms, WSJ’s Middle East correspondent Benoit Faucon said he’s recently sounded some hawkish notes. Plus, tech stocks sell off globally after a bevy of earnings releases from AI companies disappoint investors and put an abrupt stop to Wednesday’s relief rally. And Mark Zuckerberg agrees to stay in California, for now, as Meta splits its stock to potentially help him pay a future tax bill. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for Oct. 21. Toyota’s RAV4 had long been the most popular SUV in the U.S. But now, as autos reporter Chris Otts discusses, production decisions from the Japanese carmaker undermined that leader status. Plus, Journal Ukraine bureau chief Marcus Walker fills us in on what’s happening on the battlefield. And security researchers, with the help of AI, discovered a vulnerability that puts up to 70% of the world’s websites at risk. Alex Ossola hosts. Correction: The Honda CR-V has become America's best-selling vehicle that isn’t a pickup truck, and the country’s most popular SUV, in 2026. An earlier version of this podcast incorrectly said that the Toyota RAV4 still holds that status, but it lost it this year. (Corrected on Oct. 22) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Oct. 21. Elon Musk says Tesla and SpaceX are discussing a potential tie up that would create a $3.5 trillion tech giant. Plus, the U.K. says yes to more North Sea gas as the Iran war raises energy-security concerns and pushes inflation higher. And the CEO of staffing company Randstad tells us who’s hiring in a relatively quiet labor market, and what can be done to fix the mess that’s applying for a new job. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for Oct. 20. The Wall Street Journal is exclusively reporting that the decision to cap the Starlink speeds, rendering some of Ukraine’s drones useless, came from Musk. Plus, a new draft prospectus ahead of Anthropic’s IPO shows that the company has red-hot revenue growth. But WSJ tech reporter Anissa Gardizy tells us it also has high compute costs and a long list of risks. And a bipartisan group of former U.S. officials is urging Congress to pass an energy bill that they say is critical for countering China. We hear from WSJ reporter Benoit Morenne about why the midterms are teeing up a fight over the bill’s future. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Oct. 20. Albertans have voted to remain in Canada, avoiding a political crisis amidst the U.S. trade war. WSJ’s Canada correspondent Amanda Coletta explains what the results mean for Prime Minister Mark Carney’s plan for growth. Plus, Japan launches a spacecraft to explore Mars’s moons, as the country looks to carve out a role in the lucrative commercial space market. And just two weeks away from the midterms, WSJ’s Terell Wright details five ways Americans' finances have changed under President Trump. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for Oct. 19. Saudi Arabia’s Future Investment Initiative conference was scheduled for next week—now, its organizers are postponing the event until next year after Houthi attacks on the country. WSJ foreign correspondent Stephen Kalin explains why it’s a blow to Crown Prince Mohammed bin Salman’s push to attract foreign investment. Plus, high mortgage rates might be putting entry-level home buyers off, but the U.S. luxury housing market is booming. We hear from housing reporter Nicholas Miller about what’s driving the K-shaped housing market and what that means for home builders. And “You Can See Everything,” the documentary about the convicted startup founder Elizabeth Holmes, just had a big opening weekend. Journal film and culture reporter Esther Zuckerman tells us what all the buzz is about (without spoilers). Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Oct. 19. The French government is holding emergency meetings following a weekend of violence across the country. WSJ’s Paris bureau chief Stacy Meichtry reports on the cost-of-living protests. Plus, Vladimir Putin proposes talks with President Trump and China’s Xi to discuss ending the Ukraine war. And Anthropic says it will put 5% of its shares into a fund to offset disruption caused by AI, though ahead of a planned IPO, the company has shared few details on a trust empowered to shape its board and block major moves. Luke Vargas hosts. To hear Jamie Dimon’s full interview on inflation, AI, and bolstering America's supply chains, subscribe to the WSJ Leadership Institute Presents: Leaders podcast here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After losing ground with young voters, especially young men, in 2024, Democrats are trying to win back this critical part of the electorate ahead of the midterm elections. But the party faces widespread voter apathy and a debate over how best to connect with Gen Z on issues like affordability and housing. WSJ politics reporters Sabrina Rodriguez and Maya Davis join host Pierre Bienaimé to discuss how Democratic candidates are using social media, the rise of the party's progressive and Democratic socialist factions, and whether young voters will show up at the polls to propel a "blue wave." Further Listening: Why Gen Z Voters Are Reconsidering Their Support for Trump Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the CoreWeave selloff signal for the AI trade? And will the iPhone Duo revive Apple’s sales? Plus, why are brokerages like Charles Schwab cracking down on margin loans? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.